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How to Re-architect
Teamcenter Footprint
             Matt Tremmel, PMP
Agenda
 Re-Architect Overview

 Case Study
   Recommendations

 Q&A
Re-Architect Teamcenter
 Develop global application operating model for all
  regions / divisions
   Consolidate support agreement if applicable

 Develop & implement a global governance and support
  model
 Develop & implement communization and migration
  plan
 Develop & implement corporate baseline release
  process
 Rationalize, develop and implement standard footprint
  for Teamcenter environments
Develop Global Operating Model
 Define roles and % of time per each role

 Create global team and assign team leads based on
  expertise

 Develop best practices for administration and custom
  functionality

 Facilitate team leaders to teach best practices

 Centralize help desk and create knowledge repository

 Consolidate & centralize support budget
Implement Global Governance
 Define stakeholders
   Divisional
   Regional
   IT and Business

 Paradigm Shift
   Define & socialize change control process

 Define delegation of authority

 Define decision process for non-common change

 Define team members
   Include non-voting persons and proxy voters
Communization & Migration Plan
 Business plan (financial goals, cost vs. benefit, etc.)
   Initial planning should include several options
   Evolves through discovery phase
   Multi-phase

 Develop initial project plans
   Collaborate with services, corporate, vendors

 Goals
   Consolidate application instances
   Reduce number of servers and storage hardware
   Provide common footprint, standards
   Reduce cost of ownership
Define Standard Tc Environment
 Develop hardware specifications document
   Define network requirements (utilization + latency)
   Hardware models, O/S version & patches (kernel params, etc.)
   Define user functionality requirements for user solutions
   Firewall settings
   Maintain document changes (versioned)

 Centralize purchasing at Corporate
   Use specification as single source

 New business to include footprint investments
   Network, hardware, software
Implement Release Process
 Define current state

 Current customizations include
   Corporate (non-COTS)
   Federation specific
   Site specific

 Create baseline release – one version with one IRM (MP)

 Constantly drive commonality
   Work with support team, governance and standards
    committee (if one does not exist create one) to move
    towards COTS or common customization
Define Current Tc Environment
 What is the current footprint?
   Software (# of instances, # of versions, encapsulations, # of
    users, # of customizations / configurations, interfaces)
   Hardware (type of hardware, O/S version, patch level)
   Network (utilization & latency reports for all sites)

 What is the current support model?
   # of support resources (devel, admin) and type of work

 How does LOB’s use application?
   (Release procedures, functions, change control)
Recap - Future Model
 Centralize budget

 Centralize support model

 Global governance board representing key application
  stakeholders to oversee:
   Strategy, processes, baseline releases, standards,
    architecture, operations, prioritizing new projects,
    investments

 Custom  Common approach

 Standardize architecture with Corporate

 Converge Enterprise & Engineering  Unified
Case Study
History & Journey Towards Unified
1990           1995           2000            2005                  2010

                                        Europe    Global
                                                          Global
  Implement                           Centralizes  Ops
                                                         Helpdesk
    custom                           Support Team Team
   versions

          Migrate towards COTS                       Convergence Project
                                                          Create
                                                          Governance
                                                             Create
                                                             Baseline



 Five divisions implement iMAN

 Each division has independent federation and support team

 Europe centralizes support team

 Corporate initiates convergence project

 Centralizes global team, global helpdesk, common baseline, governance
PLM Portfolio – Teamcenter strategy
 Phase 0 – Current State discovery + Business case

 Phase I – Rationalization of support services +
  Governance model + Baseline software + Common
  footprint specifications

 Phase II – Hardware, network and software optimization

 Phase III – Engineering process rationalization
Complexity TcEng Sites
                                                   Wuppertal, Germany

                           Langenlonsheim, Germany
    Saginaw, MI              Bascharage, Lux                           Bad Salzderfurth, Germany

         Flint, MI         Rochester, NY
                                                                         Krakow, Poland                     Tokyo
        Troy, MI                   Lockport, NY
                                                                                           Shanghai, China
     Dayton, OH                      Liverpool, UK                                                             Atsugi, Japan
                                                                          Ostrow, Poland
Longmont, CO                       Donchery, France
                                                                Illkirch, France
Downer’s Grove, IL               Vandalia, OH
Juarez, Mexico                  Warren, OH      Paris, France
Rio Bravo, Mexico                  Reynosa, Mexico

Saltillo, Mexico                Queretaro, Mexico                                                     Seoul, Korea

                                                                                                Singapore
     Matamoros, Mexico                            Jambiero, Brazil        Gurgaon, India
                     Nuevo Laredo, Mexico                                          Bangalore, India
                                                Piracicaba, Brazil

   Legend
   ■Planned                                      Sao Caetano, Brazil
Results from Discovery
 30 TcEng database instances

 47 global sites with TcEng access (rich & thin client)

 2300 global licenses

 4200+ authorized users (800 concurrent)

 7 different software versions (including IRM’s)

 Most hardware is HP and EMC storage with 2 SUN servers

 58 servers (almost all 5 years or older)
Results from Discovery
 17 customized release procedures

 Overlap in Visualization integration

 One division has custom manufacturing data process

 Support done on divisional or federation basis

 Network bandwidth upgrades required

 400 different utilities (most older revs)
Governance Change Control Process
 Components of change control process
   Requirements Gathering / Prioritization – Org Review
   Approval / Rejection – Change Review Board
 Weekly meetings
   Org Review team made up of business technical leaders from each
    division
   CRB team consists of IT business leaders

  CR ready     Org                   Change
   for Org               Ready for                          Implement
              Review                 Review    Approved?
   review                  CRB?                                 CR
              Meeting                 Board



                         Technical
                                               Cancelled?
                          Analysis



                                                 Cancel
Challenges
 Convergence, moving footprint, growth

 Interfacing applications
   Home grown, 3-Tier & NX3 customer requirement

 Outsourcing support model
   Knowledge transfer

 Evolving untested technology

 Acquisitions & Divestitures
Recommendations (Portfolio Team)
 Educate & update top-level management about PLM
  portfolio & plans

 Create regional hubs where network / infrastructure
  allow

 Limit the number of sites in emerging low cost regions

 Ensure new business investment includes network &
  hardware upgrades / purchase

 Define type of users (Power, Purchasing agent, View &
  Markup) and provide services based on type
Teamcenter Engineering Sites
                                                   Wuppertal, Germany

                           Langenlonsheim, Germany
    Saginaw, MI              Bascharage, Lux                           Bad Salzderfurth, Germany
         Flint, MI         Rochester, NY
                                                                         Krakow, Poland                     Tokyo
       Troy, MI                    Lockport, NY
    Dayton, OH
                                     Liverpool, UK
                                                     EU Hub                                Shanghai, China
                                                                                                               Atsugi, Japan
Longmont, CO           US Hub                                             Ostrow, Poland
                                   Donchery, France
Downer’s Grove, IL               Vandalia, OH                   Illkirch, France

Juarez, Mexico                  Warren, OH      Paris, France
Rio Bravo, Mexico                  Reynosa, Mexico
Saltillo, Mexico                Queretaro, Mexico                                                     Seoul, Korea

                                                                                                Singapore
     Matamoros, Mexico                            Jambiero, Brazil        Gurgaon, India
                     Nuevo Laredo, Mexico                                          Bangalore, India
                                                Piracicaba, Brazil


                                                 Sao Caetano, Brazil
Recommendations (Technical Team)
                     • Implement registry server
 Duplicate items

                     • “Resume” and “Re-push” function
 Data corruption

                     • Monitoring / No Single Point of Failure
 Network outage

 Latency (client /   • Upgrade network / Investigate virtual desktop
     server)           solution / Push vendor to support higher latency

 Backup / Restore    • Run Daily / Verify back-ups
    availability
Storage – Volumes    • Automate monitoring and alerts / Capacity planning /
       full            Archive strategy / Data clean-up exercises
The PLM Journey continues…
 Phase III – Engineering process rationalization +
  Teamcenter Enterprise  Teamcenter Unified




 “To get through the hardest journey we need take only one
        step at a time, but we must keep on stepping.”

                       ~Chinese Proverb
Questions & Answers
Thank you
Matt Tremmel, PMP
mtremmel@gmail.com
http://www.linkedin.com/in/mtremmel

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How to Re-architect Teamcenter Footprint

  • 1. How to Re-architect Teamcenter Footprint Matt Tremmel, PMP
  • 2. Agenda  Re-Architect Overview  Case Study  Recommendations  Q&A
  • 3. Re-Architect Teamcenter  Develop global application operating model for all regions / divisions  Consolidate support agreement if applicable  Develop & implement a global governance and support model  Develop & implement communization and migration plan  Develop & implement corporate baseline release process  Rationalize, develop and implement standard footprint for Teamcenter environments
  • 4. Develop Global Operating Model  Define roles and % of time per each role  Create global team and assign team leads based on expertise  Develop best practices for administration and custom functionality  Facilitate team leaders to teach best practices  Centralize help desk and create knowledge repository  Consolidate & centralize support budget
  • 5. Implement Global Governance  Define stakeholders  Divisional  Regional  IT and Business  Paradigm Shift  Define & socialize change control process  Define delegation of authority  Define decision process for non-common change  Define team members  Include non-voting persons and proxy voters
  • 6. Communization & Migration Plan  Business plan (financial goals, cost vs. benefit, etc.)  Initial planning should include several options  Evolves through discovery phase  Multi-phase  Develop initial project plans  Collaborate with services, corporate, vendors  Goals  Consolidate application instances  Reduce number of servers and storage hardware  Provide common footprint, standards  Reduce cost of ownership
  • 7. Define Standard Tc Environment  Develop hardware specifications document  Define network requirements (utilization + latency)  Hardware models, O/S version & patches (kernel params, etc.)  Define user functionality requirements for user solutions  Firewall settings  Maintain document changes (versioned)  Centralize purchasing at Corporate  Use specification as single source  New business to include footprint investments  Network, hardware, software
  • 8. Implement Release Process  Define current state  Current customizations include  Corporate (non-COTS)  Federation specific  Site specific  Create baseline release – one version with one IRM (MP)  Constantly drive commonality  Work with support team, governance and standards committee (if one does not exist create one) to move towards COTS or common customization
  • 9. Define Current Tc Environment  What is the current footprint?  Software (# of instances, # of versions, encapsulations, # of users, # of customizations / configurations, interfaces)  Hardware (type of hardware, O/S version, patch level)  Network (utilization & latency reports for all sites)  What is the current support model?  # of support resources (devel, admin) and type of work  How does LOB’s use application?  (Release procedures, functions, change control)
  • 10. Recap - Future Model  Centralize budget  Centralize support model  Global governance board representing key application stakeholders to oversee:  Strategy, processes, baseline releases, standards, architecture, operations, prioritizing new projects, investments  Custom  Common approach  Standardize architecture with Corporate  Converge Enterprise & Engineering  Unified
  • 12. History & Journey Towards Unified 1990 1995 2000 2005 2010 Europe Global Global Implement Centralizes Ops Helpdesk custom Support Team Team versions Migrate towards COTS Convergence Project Create Governance Create Baseline  Five divisions implement iMAN  Each division has independent federation and support team  Europe centralizes support team  Corporate initiates convergence project  Centralizes global team, global helpdesk, common baseline, governance
  • 13. PLM Portfolio – Teamcenter strategy  Phase 0 – Current State discovery + Business case  Phase I – Rationalization of support services + Governance model + Baseline software + Common footprint specifications  Phase II – Hardware, network and software optimization  Phase III – Engineering process rationalization
  • 14. Complexity TcEng Sites Wuppertal, Germany Langenlonsheim, Germany Saginaw, MI Bascharage, Lux Bad Salzderfurth, Germany Flint, MI Rochester, NY Krakow, Poland Tokyo Troy, MI Lockport, NY Shanghai, China Dayton, OH Liverpool, UK Atsugi, Japan Ostrow, Poland Longmont, CO Donchery, France Illkirch, France Downer’s Grove, IL Vandalia, OH Juarez, Mexico Warren, OH Paris, France Rio Bravo, Mexico Reynosa, Mexico Saltillo, Mexico Queretaro, Mexico Seoul, Korea Singapore Matamoros, Mexico Jambiero, Brazil Gurgaon, India Nuevo Laredo, Mexico Bangalore, India Piracicaba, Brazil Legend ■Planned Sao Caetano, Brazil
  • 15. Results from Discovery  30 TcEng database instances  47 global sites with TcEng access (rich & thin client)  2300 global licenses  4200+ authorized users (800 concurrent)  7 different software versions (including IRM’s)  Most hardware is HP and EMC storage with 2 SUN servers  58 servers (almost all 5 years or older)
  • 16. Results from Discovery  17 customized release procedures  Overlap in Visualization integration  One division has custom manufacturing data process  Support done on divisional or federation basis  Network bandwidth upgrades required  400 different utilities (most older revs)
  • 17. Governance Change Control Process  Components of change control process  Requirements Gathering / Prioritization – Org Review  Approval / Rejection – Change Review Board  Weekly meetings  Org Review team made up of business technical leaders from each division  CRB team consists of IT business leaders CR ready Org Change for Org Ready for Implement Review Review Approved? review CRB? CR Meeting Board Technical Cancelled? Analysis Cancel
  • 18. Challenges  Convergence, moving footprint, growth  Interfacing applications  Home grown, 3-Tier & NX3 customer requirement  Outsourcing support model  Knowledge transfer  Evolving untested technology  Acquisitions & Divestitures
  • 19. Recommendations (Portfolio Team)  Educate & update top-level management about PLM portfolio & plans  Create regional hubs where network / infrastructure allow  Limit the number of sites in emerging low cost regions  Ensure new business investment includes network & hardware upgrades / purchase  Define type of users (Power, Purchasing agent, View & Markup) and provide services based on type
  • 20. Teamcenter Engineering Sites Wuppertal, Germany Langenlonsheim, Germany Saginaw, MI Bascharage, Lux Bad Salzderfurth, Germany Flint, MI Rochester, NY Krakow, Poland Tokyo Troy, MI Lockport, NY Dayton, OH Liverpool, UK EU Hub Shanghai, China Atsugi, Japan Longmont, CO US Hub Ostrow, Poland Donchery, France Downer’s Grove, IL Vandalia, OH Illkirch, France Juarez, Mexico Warren, OH Paris, France Rio Bravo, Mexico Reynosa, Mexico Saltillo, Mexico Queretaro, Mexico Seoul, Korea Singapore Matamoros, Mexico Jambiero, Brazil Gurgaon, India Nuevo Laredo, Mexico Bangalore, India Piracicaba, Brazil Sao Caetano, Brazil
  • 21. Recommendations (Technical Team) • Implement registry server Duplicate items • “Resume” and “Re-push” function Data corruption • Monitoring / No Single Point of Failure Network outage Latency (client / • Upgrade network / Investigate virtual desktop server) solution / Push vendor to support higher latency Backup / Restore • Run Daily / Verify back-ups availability Storage – Volumes • Automate monitoring and alerts / Capacity planning / full Archive strategy / Data clean-up exercises
  • 22. The PLM Journey continues…  Phase III – Engineering process rationalization + Teamcenter Enterprise  Teamcenter Unified “To get through the hardest journey we need take only one step at a time, but we must keep on stepping.” ~Chinese Proverb
  • 24. Thank you Matt Tremmel, PMP mtremmel@gmail.com http://www.linkedin.com/in/mtremmel

Editor's Notes

  1. Registry server functions on the ODS. Prevents items created with existing name/number